Using Document Templates in Operations

Document templates integrate with key Portmasters workflows to streamline documentation.

Booking process

• When creating or managing bookings, users can select from active document templates.
• Only enabled templates appear in the document selection lists.
• Templates can auto-populate standard information.
• This reduces manual data entry and errors.
• Ensures consistent formatting across shipments.

Bill of Lading generation

• Active templates are available when generating bills of lading.
• Disabled templates do not appear in the selection list.
• This prevents users from accidentally using outdated templates.
• Helps ensure compliance with current regulations and formats.

Workspace

• Document templates are accessible in the workspace for daily operations.
• Only active templates are shown to users.
• Users can quickly generate required documentation.
• Templates maintain branding and compliance standards.
• Facilitates faster document processing.

Common use cases

• Generating bills of lading for shipments.
• Creating commercial invoices for customs.
• Producing packing lists for cargo.
• Issuing certificates of origin.
• Providing insurance documentation.
• Confirming bookings with customers.
• Creating delivery orders for consignees.